Managing your law practice is a cinch!

YoCierge loves and plays nicely with Clio! Now that our services seamlessly integrate with Clio, you will experience remarkable efficiency for your law office. Our software engineers have designed this interface to save you considerable time and generate additional revenue. Just like Clio, we live in the cloud, so you don't need to install any software to take advantage of the improvements below.

Synch Your Clio and YoCierge Matters

Below is a sample Clio matter that we will synch with YoCierge.

When you start a new YoCierge matter for record retrieval, you can search among your Clio matters.

Order details pre-populated from your Clio Matter data automatically.

Patient / Subject details pulled from Clio:

In case of multiple contacts in your Clio matters, you can select them from a simple, drop-down menu.

Streamline Your Workflow with Clio's HIPAA Release Form Management

Elevate your efficiency by archiving signed HIPAA release forms directly in Clio. Simply store them under the "Documents" section and tag them with the "HIPAA" category for effortless identification. This strategic move ensures your forms are instantly accessible on the YoCierge portal whenever you're ordering records, eliminating the need to search and download files manually, saving you precious time.

Unlock Enhanced Capabilities with Clio's Personal Injury Add-On

Experience the next level of service by subscribing to Clio's Personal Injury Add-On, designed to enrich your use of the YoCierge integration. Activate this feature by reaching out to your Clio representative, and don't forget to inform your YoCierge Account Assistant to guarantee a smooth transition.

Simplify Medical Records Ordering with Clio's Dedicated Tab

With the Personal Injury Add-On activated, you'll discover a new "Medical Records" tab within your Clio matters, fully integrated with YoCierge. We recommend populating this tab with provider details before placing an order to streamline the process. Optionally, YoCierge can auto-generate these entries for you. Additionally, inputting the first and last treatment dates aids in specifying the record request period, ensuring no detail is overlooked thanks to the description field under the provider's name.

Effortless Medical Records Entries Creation

Opt for automatic creation of Medical Records entries in Clio via YoCierge by enabling this feature in the Settings and Clio Integration section. This convenience is perfect for those who prefer a direct approach to record ordering without prior data entry in Clio.

Clio

YoCierge

Stay Informed with Live Status Updates

YoCierge's commitment to transparency means you'll receive continuous updates on the status of your medical record requests and follow-up dates directly in Clio. This ensures you're always informed without needing to check our portal, with the added bonus of automatic updates to the medical record request date for easy tracking.

Direct Delivery of Records to Clio

Upon arrival, records are promptly uploaded to the corresponding Medical Records entry in Clio, provided the entry was created beforehand or by us. This ensures your records are systematically organized within Clio, in addition to being accessible in the "Documents" section, as before.